Tableau Hot Topics

Master essential Tableau topics in a concise course, covering basic and table calculations, date calculations, YTD MTD QTD, sets and set actions, relationships, containers, and padding for dashboards.

Discover how containers organize dashboard worksheets in Tableau, using horizontal and vertical containers to group filters and sheets, with items automatically adjusting when layout changes.

Sketch your dashboard on paper or Excel to create a skeletal layout, then design in Tableau using containers, headers, a KPI sheet, and consumer and home office views.

Padding adds space inside and outside dashboard borders to create a clean, decluttered Tableau dashboard by adjusting inner and outer padding and borders.

Understand when to use basic calculations in Tableau, including row and aggregate level calculations, to create calculated fields and compute ratios like profit ratio with aggregation first.

Understand when to use LOD expressions in Tableau to control granularity with include, exclude, and fixed. Compare these options and apply them to aggregate sales by category and subcategory.

Explore when to use table calculations for transforming values like percent of total. Rely on view dimensions and that calculations run after filters; table calc filters do not affect them.

Compare join, blend, and cross join in Tableau, explain when to use relationships, and show how cross joins handle one-to-many data, including issues like row duplication and data loss.

Explore how relationships in Tableau provide a flexible, contract-based way to combine data from multiple tables for analysis, pulling only relevant data and improving storage and query efficiency.

Explore frequently used basic calculations in Tableau, including absolute value, null handling with isnull, ifnull, and z, plus text functions like trim, upper, lower, and concatenate.

Explore Tableau's rank functions, including standard competition rank and rank modifier, and compare identical values, no gaps in sequence, ascending and descending orders within a window partition, using calculated fields.

Learn Tableau date calculations, including date add, date part, date pass, straight trunk, is date, now, and today, plus steps for first day, last day, and number of days.

Learn to compute the first day, last day, and days in a month from the order date using Tableau calculated fields, date truncation, and month-level aggregation.

Learn how to compute year-to-date, month-to-date, and quarter-to-date measures in Tableau using calculated fields, today’s date, and a switchable parameter for filters.

Explore common Tableau table calculations, including running total, index, first and last, lookup, and window max, with practical examples across table across and table down.

Learn how sets and set actions define subsets of data in Tableau, differentiate sets from filters, and enable region, state, and city drilldowns for interactive dashboards.

Explore the closing insights of the Tableau Hot Topics course and reflect on the covered topics, with queries welcomed via the course page.